Skip to main content
Integrations

Microsoft 365 integration

The Microsoft 365 integration connects your firm's Microsoft email accounts to EVX Software. Instead of typing a mailbox password into EVX Software, each person signs in with Microsoft, and EVX Software sends and receives that account's email through Microsoft. The same connection is used to sync calendars with Microsoft.

Email is available in the Enterprise edition. To set up the mail servers yourself instead, see Email accounts.

Jump to:

Set up the connection for your firm​

EVX Software sets up the Microsoft connection for each firm, once. Contact EVX Software support to request it; see Contact support. Your firm doesn't register anything in Microsoft Azure.

When the first person connects an account, Microsoft may ask a Microsoft administrator of your organization to approve EVX Software. If you see a "Need admin approval" message, ask your Microsoft administrator to approve the request, then try again.

Connect a Microsoft email account​

Once the connection is set up, anyone who can add email accounts connects their own. By default, those are Super Administrators, Administrators, Managers, and Executives. See Role defaults and maximums.

EmailAccountsAdd Email account

  1. In Email Address, enter the Microsoft address you want to connect. To connect an account you already added, open it instead.
  2. In Authentication method, choose External provider.
  3. In Select a provider, choose Microsoft.
  4. Click Connect to Microsoft. A Microsoft sign-in window opens.
  5. Sign in with the Microsoft account and follow Microsoft's steps.
  6. Save the account.

When the account is connected, the button reads Disconnect from Microsoft account. The other tabs of the form, such as Personal Settings and Account Permissions, work as described in Email accounts.

Super Administrators can also open every account of the firm from Your name › Settings › General configuration › Email module.

If the Microsoft window closes right away​

The browser is usually blocking Microsoft's sign-in cookies. Try one of these, then click Connect to Microsoft again:

  • Clear your browser's cache and cookies.
  • Use a private or incognito window.
  • Allow third-party cookies for Microsoft's sites.

Disconnect an account​

Open the account and click Disconnect from Microsoft account. EVX Software stops sending and receiving that account's email.

Microsoft calendar​

The integration also syncs calendars between EVX Software and Microsoft. Ask EVX Software support to turn it on when they set up the connection.

Example: a project manager on Microsoft 365​

A firm runs its email on Microsoft 365. After EVX Software sets up the connection, a project manager adds her work address, chooses External provider and Microsoft, and signs in with her Microsoft account. From then on, her client email shows in the Email tab, and she classifies each message to its project, where her team finds it.

What you can do next​

  1. Using email in EVX Software to read, send, and classify email.
  2. Email accounts for the other settings of an account.
  3. Contact support to request the Microsoft connection.
Previous: Email accounts